Aquilance
Highly Engaged Employees
Highly Engaged EmployeesAccounting for Legal Practices · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
100 Technology Dr Ste 203, Trumbull, Con...Phone Number
(800) 648-5369Website
www.aquilance.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aquilance
Aquilance specializes in financial administration solutions tailored for affluent families, providing services such as personal bookkeeping, entity accounting, and investment performance reporting. Founded in 1987, the company aims to simplify complex financial management and empower clients with timely and accurate information for informed decision-making. They focus on collaboration with clients' existing advisors while maintaining a high-touch service model through dedicated relationship managers. Aquilance's mission is to enhance quality of life by alleviating the burden of financial oversight and delivering comprehensive and integrated financial solutions.Explore more
Aquilance Org Chart
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Activity Insights
Aquilance is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Aquilance is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Aquilance.
Aquilance financials insights
Gather financial insights about Aquilance, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2026
Unspecified
$16M
Aquilance Tech Stack
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Most Recent Scoops
Funding
Funding
New Hire
Executive Move
Executive Moves, New Hire
New Hire
Executive Move
Aquilance has announced that Craig Setera has joined the organization as Chief Technology Officer.
Executive Moves, New Hire
New Hire
Executive Move
Aquilance News & Media
Aquilance Hires Chief Revenue Officer From Morningstar - Wealth Management
The personal financial administration firm has been building out its C-Suite with an eye towards growth and bringing the technology down-market.Aquilance Appoints John Carey as New CEO
Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors TRUMBULL, Conn., June 24, 2024 /PRNewswire/ -- Aquilance, a leading provider of financial administration services for high-net-worth families,...AQUILANCE RECOGNIZED AS WINNER FOR SECOND YEAR IN A ROW BY FAMILY WEALTH REPORT FOR "BEST BILLPAY SOLUTION"
Securing the endorsement of Family Wealth Report demonstrates Aquilance's position as a preeminent partner for HNW families when managing complex wealth TRUMBULL, Conn., May 9, 2024 /PRNewswire/ -- Aquilance, a leading provider of financial administration services for high-net-worth...
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Frequently Asked Questions Regarding Aquilance
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Aquilance specializes in financial administration solutions tailored for affluent families, providing services such as personal bookkeeping, entity accounting, and investment performance reporting. Founded in 1987, the company aims to simplify complex financial management and empower clients with timely and accurate information for informed decisio... Read More
